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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,152 | $53,837-47.7% | $75,714-62.8% | $85,847-67.2% |
| Participation rate | 88.1% | 69.1%+19.0pp | 74.8%+13.3pp | 69.3%+18.8pp |
| Annual return | 12.80% | 24.54%-11.7pp | 104.62%-91.8pp | 318.61%-305.8pp |
| Employer contribution / active EE | $1,703 | $2,017-15.6% | $2,744-37.9% | $2,565-33.6% |
| Participant deferral / active EE | $6,572 | $2,895+127.0% | $3,820+72.0% | $3,952+66.3% |
| Admin fee / account holder | $1,773 | $3,339-46.9% | $3,619-51.0% | $6,261-71.7% |